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Stamos Capital Partners’s ExxonMobil XOM Stock Holding History

Stamos Capital Partners’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.5M Buy
113,199
+38,616
+52% +$5.78M 2.37% 7
2026
Q1 		$12.7M Sell
74,583
-63,899
-46% -$9.33M 1.98% 7
2025
Q4 		$16.7M Buy
138,482
+20,531
+17% +$2.38M 2.68% 4
2025
Q3 		$13.3M Sell
117,951
-46,221
-28% -$5.14M 2.51% 5
2025
Q2 		$17.7M Buy
164,172
+94,256
+135% +$10.1M 3.17% 3
2025
Q1 		$8.32M Sell
69,916
-47,854
-41% -$5.29M 2.18% 4
2024
Q4 		$12.7M Buy
117,770
+20,030
+20% +$2.34M 2.97% 4
2024
Q3 		$11.5M Sell
97,740
-2,700
-3% -$312K 2.7% 4
2024
Q2 		$11.6M Buy
100,440
+1,090
+1% +$127K 2.45% 3
2024
Q1 		$11.5M Sell
99,350
-12,400
-11% -$1.3M 2.62% 2
2023
Q4 		$11.2M Buy
111,750
+27,330
+32% +$2.87M 3.03% 5
2023
Q3 		$9.93M Sell
84,420
-10,530
-11% -$1.15M 2.21% 8
2023
Q2 		$10.2M Buy
94,950
+4,640
+5% +$506K 2.38% 6
2023
Q1 		$9.9M Buy
90,310
+10,470
+13% +$1.16M 2.56% 5
2022
Q4 		$8.81M Sell
79,840
-50,930
-39% -$5.46M 2.79% 3
2022
Q3 		$11.4M Buy
130,770
+14,570
+13% +$1.33M 2.9% 4
2022
Q2 		$9.95M Buy
116,200
+11,300
+11% +$1.02M 3.01% 9
2022
Q1 		$8.66M Buy
104,900
+6,600
+7% +$513K 2.89% 9
2021
Q4 		$6.01M Sell
98,300
-3,270
-3% -$204K 2.79% 12
2021
Q3 		$5.97M Hold
101,570
– – 3.34% 9
2021
Q2 		$6.41M Sell
101,570
-33,330
-25% -$1.99M 3.38% 7
2021
Q1 		$7.53M Sell
134,900
-8,000
-6% -$419K 3.8% 7
2020
Q4 		$5.89M Sell
142,900
-61,100
-30% -$2.29M 2.51% 10
2020
Q3 		$7M Buy
204,000
+100,000
+96% +$4.09M 2.6% 11
2020
Q2 		$4.65M Sell
104,000
-56,385
-35% -$2.53M 2.66% 5
2020
Q1 		$6.09M Buy
160,385
+145,985
+1,014% +$8.06M 3.21% 6
2019
Q4 		$1M Buy
+14,400
New +$996K 0.81% 26

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Stamos Capital Partners's XOM Position: Q2 2026 in Review

Stamos Capital Partners increased its ExxonMobil (XOM) stake by 52% in Q2 2026, buying an estimated $5.78M and bringing the position to 113,199 shares worth $15.5M. The position accounts for 2.37% of the portfolio, ranked #7.

Stamos Capital Partners first reported a position in XOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $17.7M in Q2 2025. 4,274 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Stamos Capital Partners held 113,199 shares of ExxonMobil worth $15.5M as of Q2 2026.
  • Stamos Capital Partners bought 38,616 ExxonMobil shares in Q2 2026, an estimated $5.78M.
  • ExxonMobil made up 2.37% of Stamos Capital Partners's portfolio in Q2 2026, its #7 holding.
  • Stamos Capital Partners first reported a position in ExxonMobil in Q4 2019 and has held it in 27 quarters since.
  • Stamos Capital Partners's ExxonMobil position peaked at $17.7M in Q2 2025.
  • 4,274 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.